Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Featured Video

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

• Articles

  Can I Create a Roth if I’m Over the Income Limit?

  Use this article to start conversations about the “backdoor” Roth IRA strategy.

  Where Will Your Retirement Money Come From?

  Retirement income may come from a variety of sources. Here's an overview of the six main sources.

  Women on the Rise

  Explore the growing influence women wield over the economy with this handy infographic.

  The Cost of Procrastination

  Don't let procrastination keep you from pursuing your financial dreams and goals.

  Should You Borrow from Your 401(k)?

  Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

  Caring for Aging Parents

  As our nation ages, many Americans are turning their attention to caring for aging parents.

  View all articles

• Calculators

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  Roth 401(k) vs. Traditional 401(k)

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  Inflation & Retirement

  See how inflation over time could affect the purchasing power of your retirement income.

  IRA Income

  Estimate the potential monthly income your IRA balance could generate in retirement.

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  How Much Do I Need To Retire?

  How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

  View all calculators

• Videos

  Leaving Your Lasting Legacy

  Want to do more with your wealth? You might want to consider creating a charitable foundation.

  The Long Run: Women and Retirement

  For women, retirement strategy is a long race. It’s helpful to know the route.

  A Bucket Plan to Go with Your Bucket List

  A bucket plan can help you be better prepared for a comfortable retirement.

  Should You Tap Retirement Savings to Fund College?

  There are three things to consider before dipping into retirement savings to pay for college.

  How to Retire Early

  Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

  Working With A Financial Professional

  A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

  View all videos